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Message: Net Present Value

I think you're right, WB. The only thing, beyond hope, that has me feeling like it'll be option 2 is that we were so far down while the rest of the sector was hot. In some ways it feels like we're playing catch-up. I compared it with LTHM, for example. While Livent was running to $18 and now $20, we were being held down by BCP sell off. Of course, I expected the FEIS to be a mover, but get why it wasn't. The ROD is largely a bird in the hand  

Pavel--I think you're sense of Evans is misguided. As I've previously stated, he's the perfect CEO for a publicly traded company. You know exactly what's happening without any trappings. The trappings are what lead to crazy runaway stocks. 

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